See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,455 | $99,985-51.5% | $146,665-67.0% | $85,850-43.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 23.22% | 18.93%+4.3pp | 22.74%+0.5pp | 318.53%-295.3pp |
| Employer contribution / active EE | $2,065 | $2,559-19.3% | $4,136-50.1% | $2,565-19.5% |
| Participant deferral / active EE | $1,232 | $4,006-69.2% | $5,506-77.6% | $3,952-68.8% |
| Admin fee / account holder | $2,234 | $7,702-71.0% | $10,280-78.3% | $6,260-64.3% |